Global Finance
Global Finance Magazine, “World’s Best Private Bank for Business Owners (global award) 2023, 2025” “World’s Best Private Bank for New Customer Segments (global award) 2023, 2024, 2025” and “Best Private Bank in the Southwest (US regional award) 2023, 2024, 2025” 11/4/24. Gfmag.com
Family Wealth Report
Rating Source(s): Family Wealth Report Awards 2023, "Wealth Planning." 5/4/23. Clearviewpublishing.com/events/the-tenth-annual-family-wealth-report-awards-2023.
PWM/The Banker
Rating Source(s): PWM/The Banker, Global Private Banking Awards 2024, “Best Private Bank in North America for Succession Planning,” 11/8/24. Thebanker.com
With Intelligence
Rating Source(s): With Intelligence, Private Asset Management Awards 2024, “Women in Wealth Advocate of the Year (firm),” 2/8/24. Private Asset Management Awards 2023, “Private banking – client service,” 2/9/23. Privateassetmanagementawards.com